Replies to post #170175 on Biotech Values

[mcbio]

At this point is it safe to assume GILD's Sofosbuvir does not have the risks associated with similar nucs like that from INHX/BMS? Will the safety factor be a concern for some physicians especially if the regimens are longer than 12 weeks?

Why do you think treatment beyond 12 weeks will be needed? GILD may even wind up with treatment regimens of only 8 weeks.

[DewDiligence]

The short answer is no. GILD’s and ABBV/ENTA’s regimens will be evaluated on their own merits irrespective of which drug classes are included in the regimen. I doubt that the typical prescribing physician understands the difference between an HCV nuke and a non-nuke.